Monthly Insights

Investors are navigating mixed economic signals from international markets as key emerging economies experience strong corporate earnings growth amid headwinds in the US liquidity environment.

Investment in emerging economies is being bolstered by a steady flow of remittances, which continue to top foreign funding from exports and services and is adding a welcome financial cushion to nations with volatile GDP.

This week, India faces shifting political ground after Prime Minister Narendra Modi won a narrow victory but fell short of securing the supermajority.  

Explore how changes in the dollar’s strength can impact economies, the challenges faced by East Asia, and the opportunities that arise in other emerging markets.

Potential for large interest rate cuts in Mexico and Brazil, despite robust economic growth, provides opportunities for policies, economies, and equities.

Discover how the UAE’s strategic diversification and robust economic policies are positioning it as a leader amongst GCC nations.

Understand the short-term “voting” actions of foreign investors selling Chinese equities versus the long-term “weighing” impact of value investors.

In 2024, the world will witness the highest concentration of elections in modern history, setting the tone for Emerging Markets across the globe.

Navigating the delicate balance between optimism for sustained growth and cautionary considerations surrounding market valuations in India.

Emerging market top-down opportunities and strong consumer-driven growth are unlocking the potential of the Chinese equity market.